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Invesco S&P Ultra Dividend Revenue ETF
RDIV

Overview Fund Activity

113 hedge funds and large institutions have $253M invested in Invesco S&P Ultra Dividend Revenue ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 6 closing their positions.

Holders
113
Holders Change
+4
Holders Change %
+3.67%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
27
Reduced
43
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWP
1
Gateway Wealth Partners
Wisconsin
$1.15M
2
KWA
2
Kingswood Wealth Advisors
California
$987K
3
Jane Street
3
Jane Street
New York
$790K
4
WWA
4
WCG Wealth Advisors
Nevada
$1.29M
5
SW
5
Simplicity Wealth
New Jersey
$449K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.49M
2
CB
2
Cadence Bank
Mississippi
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$50.9M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.07M
5
LPL Financial
5
LPL Financial
California
$24.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MIH
51
Meitav Investment House
Israel
$505K 11,270 – –
SW
52
Simplicity Wealth
New Jersey
$449K 10,022 +10,022 New
Citadel Advisors
53
Citadel Advisors
Florida
$432K 9,649 -7,804 -45%
Comerica Bank
54
Comerica Bank
Texas
$408K 9,097 – –
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$340K 7,581 +7,581 New
RJT
56
Raymond James Trust
Florida
$328K 7,332 – –
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$326K 7,278 +577 +9%
APW
58
Aurora Private Wealth
New Jersey
$301K 6,715 -45 -0.7%
Creative Planning
59
Creative Planning
Kansas
$271K 6,050 +900 +17%
IAIM
60
International Assets Investment Management
Florida
$271K 6,049 -718 -11%
FEM
61
Fulcrum Equity Management
Texas
$265K 5,926 +59 +1%
Goldman Sachs
62
Goldman Sachs
New York
$263K 5,863 -3,488 -37%
LA
63
Lifeworks Advisors
Michigan
$259K 5,782 – –
SCA
64
Snowden Capital Advisors
New York
$255K 5,693 +380 +7%
GWM
65
Geneos Wealth Management
Colorado
$245K 5,476 -295 -5%
SA
66
Sanctuary Advisors
Indiana
$243K 5,505 +5,505 New
PMG
67
ProVise Management Group
Florida
$243K 5,421 -1,109 -17%
GA
68
Gateway Advisory
New Jersey
$241K 5,384 -160 -3%
MCCP
69
Mission Creek Capital Partners
California
$239K 5,341 – –
MCC
70
Money Concepts Capital
Florida
$232K 5,189 +5,189 New
WCM
71
WealthBridge Capital Management
Ohio
$231K 5,159 +51 +1%
P
72
&Partners
Tennessee
$230K 5,142 +5,142 New
CA
73
Carson Advisory
Georgia
$228K 5,100 – –
Jones Financial Companies
74
Jones Financial Companies
Missouri
$201K 4,476 +3,881 +652%
TRCT
75
Tower Research Capital (TRC)
New York
$171K 3,820 -955 -20%
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3
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